Researched complex tax issues and provided advice to 900+ business and individual clients.Effectively communicated with local, state and federal agencies on a variety of tax compliance subjects.Prepared and reviewed business and individual tax returns, financial statements, and tax compliance forms.Delivered Compilations and Reviews to clients across a variety of industries, including nonprofit organizations.Managed 5 employees including seasonal help; interviewed, coached and mentored staff at other sites.Procured 25 new client meetings, signed new clients, drafted contracts and provided follow up care.Led team through acquisition during 2018 tax season, resulting in 200+ new clients.

Prepared or reviewed over 200 tax returns, resulting in $422,364 in tax refunds, and saved military families over $50,000 in tax preparation fees. 100% score on IRS Quality Site Requirement review.

• Lead a team of 9 pharmaceutical sales representatives; conduct business planning and execution to exceed sales objectives. • Rank #1 team in West Region for District sales goals.• Deliver honest and direct feedback to coach and develop skill sets; assess individual skill development for career advancement.• Lead recruiting and training of 4 new hires, create retention and exit plans.• Track programs and $800,000 budget to grow team business, 177 out-of-office peer-to-peer selling events.• Excel in Product, Disease State Knowledge and execute national selling direction, local business and brand strategies.

• Deliver all multi-channel core capability development for the West Region including 15 states and 190 employees.• Orchestrate Regional Capability Meeting for 190 Sales employees; 3 days of competency courses, logistics, budgeting, evaluation.• Oversee 4 Technical Training Managers to ensure delivery of technical training needs. • Supervise technical training for 160 Sales Representatives on 6 company products to diversify a split sales force.• Lead a multi-channel team organized to deliver Managed Care information to the sales force and meet local formulary needs.• Train 16 District Managers on Diversity and Team Effectiveness.• Develop and deploy West Region Diversity Action Plan as result of regrettable loss exit surveys of women and people of color.• P&G Pharma “Women’s Affinity Group” - Representative to National Board (2 years), Communications Director (1 year).• Create and execute 3 Women’s Affinity Group annual meetings, March 2007, 2008, 2009; cumulative 250 attendees.

• Coach and develop team of 8 pharmaceutical representatives to grow business among primary care and specialty physicians.• Rank #1 team in US for Asacol sales,110 growth index, 2007.• Rank #1 team in West Region for calls, 130% of goal, 2009.• Recruit, hire and train 2 sales reps; assess talent, create retention, exit and career progression plans; increase individual skill sets.• Track annual team budget and 10 annual sales programs, including peer-to-peer selling and teaching institution progress. • Collaborate with field leadership, counterparts (Sanofi Aventis, Novartis, PDI), Managed Care, Scientific Liaisons, Marketing and Training on local business plans, selling direction, brand strategies and execution to exceed team sales objectives. • Excel in 6 Products, Disease State and Market Knowledge.

• Instruct 596 new hires and national sales force (900 employees) on 3 pharmaceutical products, new sales process, and IT training.• Develop and deploy 24 new hire training classes, including 2-week class facilitation, logistics, learning objectives, measured results. • Realize $240,000 savings with redesign of new hire training program; increase utilization of distance learning for cost efficiency. • Produce 6 cycles of business meeting materials for Asacol brand, including sales message, sales tools, workshops and evaluations. • Create educational portal (intranet website) and transfer of product modules to electronic interactive tutorials. • Coordinate internal and external resources (Medical Communications, Brand Team, Medical & Technical Affairs, local physicians, field leaders) to assist in classroom, business meeting, and home training programs.

• Increase sales and execute business plans as first-line contact and “face” of P&G Pharmaceuticals for 600+ customers. • Rank Top 5% of national sales force for Macrobid 2001, 2002 and Actonel 2003, 2005, growth index 110 or higher each year.• Rank #1 or #2 on team for call goals and reach/frequency targets all 4 years; cultivate relationships with decision makers.• Lead 30 speaker event programs with high ROI, drive local physician advocacy through meeting sponsorship and office tools.• Onboard coach for 3 team new hires, Team Technology Trainer 2 years.• P&G Pharma Management Internship Program – 1 of 21 account managers selected nationwide for career advancement course. • Manage 2 P&G summer interns – direct reporting responsibilities, summer project work collaboration, 2 skill evaluations. • Collaborate with 7 counterparts and market resources to provide customer-centric messages and capture market leadership.